+3,264.4%
CSGP vs PTEN
+271.4%
+2,993.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.4% | -2.3% |
| 7D | -4.1% | +0.7% | -4.8% | -4.2% |
| 30D | +2.3% | +31.2% | -28.9% | -1.7% |
| 3M | -8.2% | +2.0% | -10.2% | -9.2% |
| 6M | -35.1% | +42.4% | -77.5% | -39.1% |
| YTD | -54.0% | +109.2% | -163.2% | -59.2% |
| 1Y | -65.3% | +122.3% | -187.6% | -69.7% |
| 3Y | -62.6% | -5.6% | -57.0% | -64.1% |
| 5Y | -64.8% | +86.5% | -151.3% | -70.8% |
| 10Y | +45.1% | -22.1% | +67.2% | +14.8% |
| All | +3,264.4% | +271.4% | +2,993.0% | +2,102.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PTEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling